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SayPro M&E Integration Checklist: A tool to track integration progress and ensure all steps are completed.
SayPro is a Global Solutions Provider working with Individuals, Governments, Corporate Businesses, Municipalities, International Institutions. SayPro works across various Industries, Sectors providing wide range of solutions.
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✅ SayPro M&E Integration Checklist
Project: SayPro Monthly May SCLMR-1 – Integration of M&E into Marketing Workflows
Prepared by: [Your Name]
Date: [Insert Date]
Status Key: ☑ = Completed | ☐ = In Progress | ❌ = Not Started
SECTION A: PREPARATION & ASSESSMENT
| Task | Description | Status | Notes |
|---|---|---|---|
| ☐ Stakeholder Engagement | Meet with M&E, Marketing, and IT leads to align goals and scope. | ||
| ☐ Workflow Mapping | Document existing marketing workflows from planning to reporting. | ||
| ☐ Platform Audit | List and assess marketing platforms in use (Mailchimp, Meta Ads, etc.). | ||
| ☐ Indicator Review | Review current M&E indicators and their relevance to marketing. | ||
| ☐ Data Gap Analysis | Identify where M&E data is missing or not captured in marketing flows. |
SECTION B: TOOL DESIGN & CONFIGURATION
| Task | Description | Status | Notes |
|---|---|---|---|
| ☐ Select Tools | Choose M&E tools compatible with marketing systems (e.g., Google Data Studio, Power BI). | ||
| ☐ Customize Indicators | Develop or revise indicators to reflect marketing performance and outcomes. | ||
| ☐ Set Up Dashboards | Design user-friendly dashboards for real-time campaign monitoring. | ||
| ☐ API/Data Integration | Connect marketing platforms to M&E tools via APIs or data imports. | ||
| ☐ Define Reporting Templates | Create standard templates for monthly or campaign-based reports. |
SECTION C: TRAINING & ADOPTION
| Task | Description | Status | Notes |
|---|---|---|---|
| ☐ Conduct Staff Training | Train marketing team on dashboard use, indicators, and data application. | ||
| ☐ Provide Job Aids | Distribute user guides, FAQs, and reference sheets. | ||
| ☐ Assign Roles | Designate M&E reporting focal points within the marketing team. | ||
| ☐ Collect Initial Feedback | Capture user experience and usability concerns after first use. |
SECTION D: IMPLEMENTATION MONITORING
| Task | Description | Status | Notes |
|---|---|---|---|
| ☐ Monitor Usage | Track dashboard logins, report submissions, and staff engagement. | ||
| ☐ Observe Campaign Application | Check whether M&E insights are being used to adjust campaigns. | ||
| ☐ Log Technical Issues | Maintain an issues log and resolve bugs with IT support. | ||
| ☐ Host Improvement Meetings | Facilitate weekly or biweekly check-ins with users. |
SECTION E: CONTINUOUS IMPROVEMENT & SUSTAINABILITY
| Task | Description | Status | Notes |
|---|---|---|---|
| ☐ Adjust Indicators | Refine indicators based on real-world application and feedback. | ||
| ☐ Update Dashboards | Add features or filters based on user suggestions. | ||
| ☐ Document Best Practices | Capture lessons learned and successful use cases. | ||
| ☐ Develop Knowledge Hub | Create a central space for M&E-marketing resources. | ||
| ☐ Plan Refresher Trainings | Schedule ongoing learning sessions for new or existing staff. |
Progress Summary
| Phase | Tasks Completed | Overall Status |
|---|---|---|
| A. Assessment | __ / 5 | ☐ Partial / ☑ Complete |
| B. Tool Design | __ / 5 | ☐ Partial / ☑ Complete |
| C. Training | __ / 4 | ☐ Partial / ☑ Complete |
| D. Monitoring | __ / 4 | ☐ Partial / ☑ Complete |
| E. Improvement | __ / 5 | ☐ Partial / ☑ Complete |
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